Money Makers

UPDATE: This trust took over Franklin Global in early 2026, acquiring £162m of assets and issuing 42m new shares. It returned +11.9% versus +7.4% for its benchmark for the year to May 2025, and +22.2% versus +27.5% for the year to May 2026.

Invesco Global Equity Income (IGET) was launched in 2006 and had four separate share classes for much of its existence, allowing shareholders to switch strategies without incurring costs or suffering CGT. In 2024, shareholders approved a move to consolidate its multiple classes and its £200m of assets into its Global Equity Income strategy, which has been ...

UPDATE: Bluefield Solar Income was acquired by Drax for 92.6p per share in July 2026.

Bluefield Solar Income (BSIF) was the second renewable trust to join the London market when it was launched in 2013 and has one of the best long-term performance records with a NAV return of just over 9% a year over the last decade. It owns around 4% of the UK's utility-scale solar capacity but in the last few years, it has diversified a little into onshore wind and developing co-located solar and battery storage projects. Since BSIF began to trade at a discount to NAV in 2022 it has tried various measures t...